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About Leadership, organizational structure, benefits, and business partners and affiliates


Professional Business Affiliates

George K. Baum & Company

Founded in 1928, George K. Baum & Company (GKB) has been an industry leader in financing our nation’s infrastructure through the structuring, underwriting and marketing of municipal securities. GKB maintains offices in 23 U.S. cities, including Sacramento and San Francisco. Some of GKB’s primary specialty practices include K-12, higher education, housing, general municipal government, transportation, renewables and healthcare.

Contact: Samuel Smalls

website Web Site email Email website (916) 444-7890

Kaiser Permanente - Northern

We are committed to helping shape the future of health care and provides integrated health care to 7.6 million members in California. Kaiser Permanente's mission is to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. For more information, please go to

Contact: Kirk Kleinschmidt

website Web Site email Email website 510-987-1248

Keenan & Associates

We provide innovative insurance and financial solutions for schools, public agencies and health care organizations. We are the experts you can rely on when it comes to employee benefits, risk management, claims services, and technology.

Contact: John Stephens

website Web Site email Email website (949) 940-1760 x5161

Liebert Cassidy Whitmore

We provide general counsel, labor, litigation advice, management training and assistance to school districts in matters pertaining to education law and employment relations, including business, construction, and facilities issues, both transactional and litigation. We have first-hand experience and in-depth understanding of the special demands of labor relations and employment law as they apply to school districts. For more information, visit

Contact: Jennifer Franka

website Web Site email Email website (310) 981-2000

McLiney And Company

We have developed the only 100% turn-key QZAB program. A QZAB is a qualified Zone Academy Bond. QZABS allows schools to borrow at little or NO INTEREST COST.

Contact: Joey McLiney

website Web Site email Email website (816) 221-4042

OpTerra Energy Services

We implement efficiency and sustainable energy solutions. A subsidiary of ENGIE, Opterra provided more than $2 billion in energy savings over the past 40 years.

Contact: Veronica Ornelas-Chinn

website Web Site email Email website (415) 988-4271

Orrick, Herrington & Sutcliffe LLP

We have a commitment to public finance stretching back for more than a century. For most of the past two decades, we have ranked number one in the country as bond counsel and as underwriter’s counsel, averaging a combined market share of over 12 percent of all municipal debt obligations issued each year. Our reputation for safety and reliability has enabled us to innovate a number of public finance techniques that have been widely adopted throughout the municipal marketplace.

Contact: Donald Field

website Web Site email Email website (213) 612-2287


We design, implement and administer complete individualized retirement solutions that will reduce your school district’s costs, lower liabilities and enhance employee benefits. Our services include the innovative OPEB/Pension Combination Prefunding Trust that includes the OPEB Solutions Program (in proud partnership with CSBA) and the Pension Rate Stabilization Program (PRSP). We also offer early retirement incentive plans, alternative to Social Security plans and other specialized retirement plans.

Contact: Eric O'Leary

website Web Site email Email website (800) 540-6369

Raymond James

We are among the leading public finance bond underwriters in the nation and California, providing investment banking services to California’s school districts. Our services include the issuance of General Obligation Bonds, Certificates of Participation and financing for energy, equipment and other facilities.

Contact: Randy Merritt

website Web Site email Email website (949) 485-5903

School Services of California, Inc.

We are a premier business, financial, management, and advocacy resource for educational agencies in California.

Contact: John Gray

website Web Site email Email website (916) 446-7517